Connect Docusign and Vectara to Build Intelligent Automations

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Docusign

When this happens...

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Vectara

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Corpora

New Corpora

Retrieve corpora created within the last specified minutes.

Request a new Trigger for Docusign

Do thisActions

Action is the task that follows automatically within your Docusign integrations.

Create Workspace

Create Workspace

Create a new workspace.

Update Workspace

Update Workspace

Updates a Workspace name or desctcription.

Delete Workspace

Delete Workspace

Deletes a Workspace.

List/Search Workspace

List/Search Workspace

List all Workspace or search by name.

Create a Bulk Send List

Create a Bulk Send List

Creates a new bulk send list.

Create Template

Create Template

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Frequently Asked Questions

How do I start an integration between Docusign and Vectara?

To start, connect both your Docusign and Vectara accounts to viaSocket. Once connected, you can set up a workflow where an event in Docusign triggers actions in Vectara (or vice versa).

Can we customize how data from Docusign is recorded in Vectara?

Absolutely. You can customize how Docusign data is recorded in Vectara. This includes choosing which data fields go into which fields of Vectara, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Docusign and Vectara?

The data sync between Docusign and Vectara typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Docusign to Vectara?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Docusign and Vectara?

Yes, you can set conditional logic to control the flow of data between Docusign and Vectara. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Docusign

About Docusign

DocuSign1 allows you to streamline your document signing process by integrating with DocuSign. Easily send, sign, and manage documents electronically, ensuring a secure and efficient workflow.

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Vectara

About Vectara

Vectara offers advanced AI-driven solutions for natural language processing and understanding, enabling businesses to enhance their customer interactions and data insights.

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